Installing SAP Crystal Reports Designer

SAP Crystal Reports Designer is a powerful, graphics-oriented reporting program that allows users to customize their graphical forms. SAP Crystal Reports Designer is fully integrated with Sage 100. Sage 100 provides a number of customizable SAP Crystal Reports forms as part of the standard installation.

The Workstation Setup program for Sage 100 installs the standard SAP Crystal Reports Run-Time Engine on each workstation, which allows all users to view and print reports created through SAP Crystal Reports; however, to modify the standard forms included with Sage 100, or to create your own reports, you must install the SAP Crystal Reports Designer.

SAP Crystal Reports Designer is licensed for use with the Sage 100 ODBC driver as well as the standard Microsoft SQL Server ODBC driver.

If you are using Sage 100 Premium, you will need read access to the applicable database. For information, see Modifying SAP Crystal Reports in Sage 100 Premium.

Installing SAP Crystal Reports Designer to the Workstation

To modify or create SAP Crystal Reports forms and reports, install SAP Crystal Reports Designer to the workstation and select the Typical installation option, which uses pre-assigned settings.

To install SAP Crystal Reports Designer to the workstation

  1. Start the Sage 100 installation program and then select your edition of Sage 100.

    Click Productivity Applications.

  2. On the Productivity Applications screen, click Install SAP Crystal Reports Designer.

  3. The SAP Crystal Reports 2016 for Sage Setup page appears. Follow the steps in the installation wizard to install SAP Crystal Reports Designer.

    Tip: Select the Typical installation type.

    A progress meter appears while the installation is in progress.

Modifying SAP Crystal Reports in Sage 100 Premium

To modify reports in Sage 100 Premium using SAP Crystal Reports Designer, you must either be logged on using a Windows account that has read access to the applicable SQL Server database, or you must have a separate SQL Server authenticated logon ID and password.

Integrated Security is used by default; if your Windows account does not have rights to the database, a logon dialog box appears, allowing you to enter a different logon ID and password for database access.

Set up an OLE DB (ADO) Connection

In addition to using SAP Crystal Reports Designer to modify reports, you can also modify the reports through the operating system by setting up an OLE DB (ADO) connection to the SQL Server database. Only modifications such as moving items around on the report, changing font information, and hiding or showing information already in the database is supported.

To set up an OLE DB (ADO) connection

  1. In Windows Explorer, browse to the .rpt file to modify in the MAS90\Reports folder, and open the file.

  2. Select Database > Database Expert.

  3. Expand Create New Connection and then expand OLE DB (ADO) to open the OLE DB (ADO) window.

  4. From the Provider list, select Microsoft OLE DB Provider for SQL Server and click Next.

  5. Type the server name where the database is installed, select the database, and select the Integrated Security check box.

  6. Click Finish and then, in the Database Expert window, click OK.

  7. Save the report.

    The report is now linked to the SQL Server database. Any dictionary changes that have been made to the table are now available in SAP Crystal Reports Designer.

Converting SAP Crystal Reports from a Prior Version

When upgrading from a prior version of Sage 100, any custom SAP Crystal reports and forms must be converted to run in version 2022.

Note: If you're using the Premium edition, see Converting Reports for Sage 100 Premium.

Converting Reports

The Sage 100 Crystal Report Conversion Wizard converts prior versions of Sage 100 Crystal Reports forms and reports to the latest data dictionary revisions and SAP Crystal Reports format.

This wizard runs the first time you access a SAP Crystal Report created using a level of Sage 100 earlier than 2022.

To convert reports

  1. In the MAS90\Home folder, double-click mascrcw.exe. The Sage 100 Crystal Report Conversion Wizard appears. Click Next.
  2. In the Select Reports page, verify the connection type.
  3. In the User Name field, type the user logon and type the password in the Password field.

  4. In the Company field, type your company code in uppercase.

    Verify that the company selected has the appropriate modules installed. For example, do not convert Bill of Materials reports for demo company code ABC. Those modules do not exist in company ABC, and the conversion will not complete for those reports.

  5. In the Directory field, verify that the path is correct. Click Next.
  6. In the Reports Path field, enter the path, or click Browse and select the folder to search for reports that require conversion. All forms and reports that have been previously converted and those that contain the current Sage 100 version as a keyword will not be selected for conversion.

  7. Click Search to generate a list of reports. Click Cancel to stop the search.

    You can select individual or multiple reports within the listing to convert. Select the report, or press CTRL to make multiple selections. Click Select All to convert all reports within the listing. Click Clear to clear the listing. To complete the conversion, click Next.

  8. In the Completing the Sage 100 Crystal Report Conversion Wizard page, perform one of the following:
    • Click Finish to initiate the conversion process.
    • Click Back to return to the previous wizard or page.
    • Click Cancel to exit the wizard.
  9. If you clicked Finish, the Converting Reports window opens. Click Save to save the listing of the selected reports and the conversion status of each report. The listing can be printed to the default Windows printer.

If a field name used within the report or form no longer exists in the data source, it will be noted on the listing and removed from the report or form. If the removed field is contained in a formula, an SAP Crystal Reports error in printing message will appear when printing.

Successfully converted reports generate an unconverted backup file in the same folder with a file extension of .rp_.

  • If Status:Complete appears, the report is successfully converted.
  • If Status:Failed appears, note the error message and verify that the company you are logged onto using ODBC contains application data files for the selected report.

If the conversion wizard cannot convert that report, the report must be manually converted. If errors are encountered during the conversion, the wizard will skip the report and continue with the next selected report.

Converting Reports for Sage 100 Premium

Follow the steps below to convert customized Crystal forms and reports from a prior version for Sage 100 Premium.

  1. In the form or report printing window, click the drop-down arrow in the top-right corner, and then click Designer.

    Report window with Save menu shown

  2. In the SAP Crystal Reports Designer window, on the File menu, select Summary Info.

  3. In the Document Properties window, in the Keywords field, verify that the version shown is the current version, and then click OK.

    Document Properties window

  4. On the Database menu, select Verify Database. The OLE DB (ADO) window opens.
  5. Perform one of the following:
    • If your Windows logon account has Read access to the database, click Finish.
    • If your Windows logon account does not have Read access to the database, clear the Integrated Security check box, enter a user ID with access to the database and its password, and then click Finish.
    • If it is necessary to remap any fields, follow the instructions in the SAP Crystal Reports Designer Help system. Complete these steps for all forms and reports that were customized in the previous version.